The Work Orders > Assets grid Toolkit contains the following General tools, which apply to any Work Assets:
To run a Toolkit that applies to a filterset of Work Order records, you must have the Toolkit - Update Filterset permission for the Work Orders module.
Enables users to add multiple Assets to a Work Order all at once.
If the "Allow Duplicate Assets per Work Order" setting is enabled in Work Options, users can add the same Asset to the Work Order multiple times. If the feature is disabled, each Asset can be added to the Work Order only once.
In the Work Orders module, click the to expand the desired Work Order record.
Click the Toolkit in the Assets grid and select General > Add Multiple Assets. The following pop-up appears:
Note: You may notice there are other tools for adding multiple assets to a Work Order. Those tools, however, assume that the Asset Type will match the Work Order's Category and skip the next step.
Open the Choose A Category picklist and select a Category (required).
Click OK.
Open the Select an Asset picklist. The following pop-up appears:
Select one or more Assets (required) by checking the box next to it. Asset options are limited to the Category selected in Step 3.
Click Select.
Click OK . The new Assets now appear in the Work Order's Assets grid.
Add Multiple [Module] Assets
Enables users to add multiple assets from a particular module to a Work Order all at once.
The name of this toolkit changes to reflect the module associated with the Work Order's Category. For instance, the toolkit is Add Multiple Fleet Assets for a Fleet Work Order.
If the "Allow Duplicate Assets per Work Order" setting is enabled in Work Options, users can add the same Asset to the Work Order multiple times. If the feature is disabled, each Asset can be added to the Work Order only once.
In the Work Orders module, click the to expand the desired Work Order record.
Click the Toolkit in the Assets grid and select the Add Multiple [Module] Assets tool. A pop-up similar to the following appears:
Select one or more Assets from the list (required). Asset options are limited to the Category selected on this Work Order.
Click Select . The new Assets now appear in the Work Order's Assets grid.
Add Multiple [Module] Assets Where Default Category matches Work Order Category
Streamlines the process of adding multiple Assets to a Work Order by narrowing the list of available options to only those Assets that have the Work Order's Category listed as their Default Work Order Category.
Example: An agency has 100 vehicles in its fleet, and they are assigned among five departments. In Lucity Web, the agency has a Fleet Category for each department, and each vehicle is set to default to its department's Category. When users add vehicles to a Work Order, they run this tool to limit the pick-list of Vehicle options to those in the desired department.
If the "Allow Duplicate Assets per Work Order" setting is enabled in Work Options, users can add the same Asset to the Work Order multiple times. If the feature is disabled, each Asset can be added to the Work Order only once.
In the Work Orders module, click the to expand the desired Work Order record.
Click the Toolkit in the Assets grid and select the Add Multiple [Module] Assets Where Default Category Is [Asset Type] tool. (The name of the toolkit changes to match the module associated with the Work Order's Category. For instance, the toolkit for Fleet appears as: Add Multiple Fleet Assets Where Default Category Is Fleet.)
A pop-up appears similar to the following containing a list of Assets whose Default Work Order Category matches the Work Order's Category:
Select one or more Assets (required).
Click Select. The new Asset(s) now appear in the Work Order's Assets grid.
Note: If a selected Asset is already attached to an open Work Order, the system notifies the user and asks whether to proceed with the action.
Associate Tasks to Selected Assets | Selected Record(s)
Links the selected Asset records to one or more of the Work Order's existing Task records.
Users can also link Assets/Tasks using the Toolkits found in the Asset record's Associated Tasks grid.
In the Work Orders module, click the to expand the desired Work Order record.
In the Assets grid, select one or more Assets that you wish to link to one or more Tasks. *The Work Order record must contain one or more Tasks records in order to run the Toolkit.
Click the Toolkit in the Assets grid and select Associate Tasks to Selected Assets | Selected Record(s). A pop-up appears listing the Work Order's existing Tasks:
Use CTRL + Click to select the Tasks you want to link to the Asset(s).
Click OK to launch the tool. The selected Tasks now appear in the selected Assets' Associated Tasks grids.
Changes the Status of the selected Asset record(s).
When an asset is being worked on, it can't be used; therefore, is considered inactive. This tool helps users communicate an item's change in status while work is being performed on it, as well as when the work is complete.
In the Work Orders module, click the to expand the desired Work Order record.
In the Assets grid, select the Asset record(s) for which you'd like to change the Status. (The toolkit requires the user to select at least one record.)
Click the Toolkit in the Assets grid and select the General > Change Asset Status | Selected Record(s) tool. The following pop-up appears:
Select a Status.
Click Select. The tool updates the Status of each selected Asset in its related inventory module.
Create Inspection Record for an Asset | Selected Record
Creates a new Inspection record (in the Asset Inventory)for the selected Work Asset and links the Inspection to the Work Asset record.
This tool is available only when a single Work Asset is selected.
In the Work Orders module, click the to expand the desired Work Order record.
In the Assets grid, select an Asset record to which you want to add an Inspection. (At least one record must be selected for the toolkit to run.)
Click the Toolkit in the Assets grid and select the General > Create Inspection Record for an Asset | Selected Record tool.
If only one type of Inspection is associated with the Work Asset's Asset Type, the system automatically creates that type of Inspection. Proceed to Step 4.
If multiple types of Inspections are associated with the Work Asset's Asset Type, the system prompts the user to choose an Inspection Type:
Open the Create Inspection Record for Asset picklist. A pop-up similar to the following appears:
Select the Inspection Type the system should create and click Select.
The system populates the Inspection View to Open field. If more than one view is available, the user can choose the preferred view.
Click OK.
The inspection form opens. Complete the required fields and any other fields you desire.
Click Save to save the record. The system populates the Work Order # field on the Inspection record with the ID of the originating Work Order.
Create Work Order with Selected Assets | Selected Record(s)
Allows users to quickly create a Work Order(s) from selected Work Asset records in situations in which the assets require additional work.
In the Work Orders module, click the to expand the desiredWork Order record.
In the Assets grid, select one or more Asset records that you want to add to a new Work Order. (The user must select at least one record to run the toolkit.)
Click the Toolkit in the Assetsgrid and select the Create Work Order with Selected Assets | Selected Record(s)tool. A pop-up appears with a list of Work Order templates.
Select a Template if desired.
Click Continue. The system creates the Work Order and copies the selected Asset(s) to the new Work Order's Asset grid.
Send Email Notification | Current Filter
Enables users to send an existing email Notification related to a filterset of Assets on a Work Order.
This tool is available only when a Work Order's Asset grid contains an Asset from a module with an associated Notification Template.
Example: Work Order FV-110 calls for adding dashboard cameras to five Fleet vehicles. The Fleet module includes a Notification Template to alert drivers that work is scheduled on a vehicle. Instead of having to locate each of the Fleet records to send the Notification, the user creates a filter for the Fleet assets on the Work Order and runs the Send Email Notification tool to notify their drivers of the upcoming service.
Enables users to send an existing email Notification related to selected Assets on a Work Order.
This tool is available only when a Work Order's Asset grid contains an Asset from a module with an associated Notification Template.
Example: Work Order FV-109 calls for an oil change on Fleet vehicle 540-645. The Fleet module includes a Notification Template to alert drivers that work is scheduled on a vehicle. Instead of having to locate the Fleet record to send the Notification, the user instead selects the Fleet asset on the Work Order and runs the Send Email Notification tool to notify the driver of the upcoming service.
In the Work Orders module, click to expand the desired Work Order.
In the Assets grid, select the Asset(s) for which you want to send an email Notification. (If desired, narrow down the list of Assets using the column filters.)
Click the Toolkit and select Send Email Notification | Selected Record(s). The following pop-up appears:
Select an email Notification Template from the list.
Click Select. The system sends a Notification for each Asset that is from the same module as the selected Notification Template.
Populate Completion Date | Selected Record(s)
Streamlines the process of recording the Completion Date for selected Work Assets.
Example: Sarah has a Work Order to clean 20 sewer pipes. She cleans six pipes today and will clean the rest next week. She uses the Populate Completion Date tool to mark the pipes she cleaned as "Completed," so her supervisor knows which pipes still require cleaning.
In the Work Orders module, click the to expand the desiredWork Order record.
In the Assets grid, select one or more Assetrecords for which you want to record the Completion Date. (The toolkit requires at least one selected record to run.)
Click the Toolkit in the Assetsgrid and select the General > Populate Completion Date | Selected Record(s) tool. The following pop-up appears:
Enter a Completion Date and Completion Time.
Click OK. The tool sets the Completion Date and Completion Time values on the selected Work Order Asset records.
View Inspection Record for an Asset | Selected Record
Enables users to view any Inspection record that was created from the selected Work Asset using the Create Inspection Record for an Asset tool.
In the Work Orders module, click the to expand the desiredWork Order record.
Click the Toolkit in the Assets grid and select the View Inspection Record for an Asset for Selected Recordtool.
If only one type of Inspection is associated with the Work Asset's Asset Type, skip to Step 3.
If more than one type of Inspection is associated with the Work Asset's Asset Type, the following pop-up appears:
Open the View Inspection Record for Asset picklist. A pop-up similar to the following appears:
Select the desired Inspection type and click OK.
The system determines the Inspection View to Open value based on the Inspection Type you selected. If more than one view exists for the Inspection module, the user can select a different view.
Click OK.
The system opens the Inspection view and displays any Inspections that were created from the Work Order Asset record using the Create Inspection Record for Asset tool.
To run a Toolkit that applies to a filterset of Work Order records, you must have the Toolkit - Update Filterset permission for the Work Orders module.
How to add multiple Assets to a Work Order
to expand the desired Work Order record.
in the Assets grid and select General > Add Multiple Assets. The following pop-up appears: 
to save the record. The system populates the Work Order # field on the Inspection record with the ID of the originating Work Order.
